Average annual returns
Through 20251 year
17.94%
3 year
23.52%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
60 months through April 30, 2026Volatility (ann.)
13.34%
Sharpe
1.66
Sortino
3.58
Max drawdown
-25.01%
Best month
10.65%
Worst month
-9.26%
Beta vs VTSAX
0.97
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.